Stephanie Reiner is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank NA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Ryan Wall is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at BNY Mellon and Bank of America, N.A. He also worked with Students of Georgetown, Inc. and Georgetown University early in his career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutional investors. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers and offers various portfolio implementation options tailored to investor needs.

Thomas Olbrich is a financial advisor with Cetera, holding the ChFC® designation and the Series 63 license, and brings 39 years of industry experience. His prior work includes roles at LPL Financial and INVEST Financial Corp. Outside of his advisory work, he serves as a board member for the Moorestown Lacrosse Club and is involved with the Foxtail Homeowners Association architecture committee. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform with options ranging from model portfolios to customized strategies.

Joseph Sensi is a financial advisor with Cetera Investment Advisors LLC, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise, TFS Securities, and Guardian Life Insurance Company. Outside of advisory work, he serves as Vice President of Employee Benefits Sales at Nottingham Agency, Inc. Cetera Investment Advisors LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Christopher Funkey is a financial advisor with Morgan Stanley in Philadelphia, PA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Lord, Abbett & Co. and MacQuarie Investment Management Business Trust. Outside of his advisory work, he serves as a part-time broadcaster and commentator for the Penn State Division I Men's Ice Hockey Team. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Christopher Reber is a financial advisor with Merrill in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is the owner of Reber Capital Group LLC, a for-profit business engaged in passive real estate investing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Kevin Sporer is a financial advisor with Ameriprise in Marlton, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Sporer serves on the board of the Peggy Spiegler Melanoma Research Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement income planning through written reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jason Checksfield is a Series 66-licensed financial advisor with UBS Financial Services in Philadelphia, PA, where he has worked since 1999. He has 22 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Douglas Bobrow is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. Outside of his advisory role, he serves on the Investment Committee of the Phi Beta Kappa Society and is a partial owner of On-Point Nutrition LLC, a retail business specializing in weight loss and nutrition products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers services on a non-discretionary basis.

Max Claycomb is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in education and hospitality before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it offers services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Vivian Hoang is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank since 2014. Outside of her advisory role, she owns a commercial property leased to an Italian restaurant in Philadelphia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Craig Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is listed as president of a health club business and is associated with a television pilot project involving his spouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

William Dixon is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2017. Outside of his advisory role, he operates a sole proprietorship managing an e-commerce site. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies to a diverse client base, including individuals, high-net-worth clients, and institutional investors.

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Allen is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently affiliated with LPL Financial and has held various roles at several firms, including Generation Capital Group LLC and Regional Investment Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Anthony Pastor is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017, following five years at National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Jeffrey Austinson is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He previously worked at the University of Arizona Global Campus from 2021 to 2023. Outside of his advisory role, he is a co-owner of a family rental property in Ashburn, Virginia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rohi Batra is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. Prior to this, he held roles at various affiliated firms, including Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management services.

Erin Zegar is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019, following four years at Morgan Stanley. Outside of her advisory role, she provides administrative support for a private company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party providers.